HUGE GROWTH: I'm Investing In The REAL Winner of AI Robots

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  • čas přidán 31. 05. 2024
  • You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20
    The #chatgpt moment for robotics has arrived. #openai has partnered with Figure to power the next generation of robots and #tesla ( #tsla stock ) is building the Optimus Bot. But the biggest robotics companies in the world like Google ( GOOG stock ) and #nvidia ( #nvda stock ) are building foundational generative AI models and AI chips that could go into every robot on the planet without building their own. That means the best stocks to buy now for AI and robotics might not sell a single robot!
    » Top Stocks for 2024: • Top 10 Stocks to Get R...
    » NVIDIA Blackwell Deep Dive: • GET IN EARLY! I'm Inve...
    » Get My Stocks & Price Targets: www.tickersymbolyou.com/survey
    » Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
    » Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
    » Tesla (TSLA Stock) Valuation:
    simplywall.st/stocks/us/autom...
    » Palantir (PLTR Stock) Valuation:
    simplywall.st/stocks/us/softw...
    » Advanced Micro Devices (AMD Stock) Valuation: simplywall.st/stocks/us/semic...
    » Podcast: • E5: Our Top 5 Stock Ma...
    » Twitter: / tickersymbolyou
    » Patreon: / tickersymbolyou
    Timestamps for this deep dive:
    00:00 The Rise of Humanoid Robots
    02:44 Investing in Robotics Platforms
    09:11 Foundational Robot AI Models
    Resources & References:
    » GTC March 2024 Keynote with NVIDIA CEO Jensen Huang: • GTC March 2024 Keynote...
    » Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
    » Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
    » OpenAI Dev Day: • OpenAI & Microsoft's H...
    » Google AI War: • The AI War Has Begun! ...
    🙏 Thanks for watching!
    Disclosures:
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
    See additional disclosures at tickersymbolyou.com/disclosures/
  • Věda a technologie

Komentáře • 273

  • @TickerSymbolYOU
    @TickerSymbolYOU  Před 2 měsíci +3

    You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20

    • @aufklarungbibelundchristen3636
      @aufklarungbibelundchristen3636 Před 2 měsíci

      Are there currently companies listed on the stock exchange that produce humanoid robots? Please don't come with Alphabet or Tesla...

    • @PlanetEarth3141
      @PlanetEarth3141 Před měsícem

      You have little clue of what happens next or why. Your just promoting your channel with clickbait and sensationalism. CZcams tolerates lies since you support their greed and your own.

    • @usuario8245
      @usuario8245 Před měsícem

      Hey Alex, when are you going to cover Boston Dynamics new electric Atlas, Spot and Strech? Also Hyundai, because it owns Boston Dynamics. I saw you cover robots but no specific attention to Hyundai and Boston Dynamics.

    • @PlanetEarth3141
      @PlanetEarth3141 Před měsícem

      @@usuario8245
      You just answered a long suspected curiosity of mine about Boston Dynamics. Which was 1.) Who owns Boston Dynamics and 2.). Why in thirty years have they accomplished almost nothing.
      Hyundai. That is the logical answer otherwise known as status quo purposes to various industries, lack of progress on multiple levels.

  • @TheDanishSpaceman
    @TheDanishSpaceman Před 2 měsíci +32

    Your comment about Tesla FSD being level 2 and insinuating Mercedes Level 3 being superior. Either that was an ignorant comment or you are trolling… Tesla FSD is formally level 2, but its capabilities are way beyond, more like around level 4 today… as they are aiming for lvl 5…
    Tesla is leading the training data race for full self driving purpose.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci +8

      Tesla is formally level 2.
      Mercedes is formally level 3.
      That's all I was pointing out. The rest you filled in, not me.

    • @TheDanishSpaceman
      @TheDanishSpaceman Před 2 měsíci +8

      @@TickerSymbolYOU Okay, cool, the point is just, that Mercedes level 3 classification is basically useless as it is only approved at very low speeds and niche situations. So it is more of a marketing stunt than anything. Furthermore it is not using any forms of advanced AI, just semantics like yester year’s computer games 😉…
      If Tesla would be bothered about having the highest classification, then they would be live with level 4 long time ago in some amputated form like the Merc lvl 3. Tesla is far ahead of anyone in the car industry with the FSD Beta, with the latest update where the car is being controlled by the help of end to end neural nets based AI, continuously being trained via fresh video footage…

    • @mrleenudler
      @mrleenudler Před měsícem +3

      FSD is not level 4 yet. Though it seems obvious they're leapfrogging L3

    • @trizzybones
      @trizzybones Před měsícem +3

      FSD is NOT level 4, that is delusional. It is at best level 3 and that is still kind of a stretch. It still makes a ton of dumb mistakes that require intervention, even at V12.

    • @AnimEva_33
      @AnimEva_33 Před měsícem +1

      Tesla is nowhere near L3 or even L2 properly. Disengagement is so frequent on a tesla

  • @SamuelMM_Mitosis
    @SamuelMM_Mitosis Před 2 měsíci +38

    Mercedes being level 3 is very misleading. It’s so limited in situations that you can look away from the road, Tesla FSD is way more capable in pretty much every other situation. Mercedes self drive doesn’t make turns, stop at stop signs, or any other of the complicated situations FSD can handle well especially after v12

    • @romaniuc.n
      @romaniuc.n Před 2 měsíci +5

      You’re destroying his love for Nvidia😢 be nice pls

    • @Saxafruge
      @Saxafruge Před 2 měsíci

      But. ..you can look away from the road! Thats a capability that Tesla FSD (which I have on 2 cars) needs to HAVE to make it worth the ridiculous price ($12k) Tesla wants for it. And Tesla is leaning away from that capability by now calling it "Supervised Self Driving". Mercedes puts much better sensors on their cars so that the driver can look away

    • @mrleenudler
      @mrleenudler Před měsícem

      @@Saxafruge Under the conditions required for Mercedes L3, you can definitely look away from the road in your Tesla (though it won't let you) The basic auto pilot is as good as, if not better than Mercedes L3.

    • @SamuelMM_Mitosis
      @SamuelMM_Mitosis Před měsícem +1

      @@romaniuc.n I love nvidia, but you can’t ignore these things.

    • @malax4013
      @malax4013 Před měsícem

      @@Saxafruge Its not about the sensors. Self driving car is 99% software problem.

  • @jrsands
    @jrsands Před 2 měsíci +30

    Tesla vs Nvidia is a must!

    • @DN-mo9sh
      @DN-mo9sh Před 2 měsíci +2

      Buy both

    • @gummixx6885
      @gummixx6885 Před 2 měsíci +4

      @@DN-mo9sh tesla is cheap rn

    • @andreavenaa
      @andreavenaa Před 2 měsíci

      @@gummixx6885hoping it gets cheaper

    •  Před 2 měsíci +1

      There is no competition there.

    • @WanderingExistence
      @WanderingExistence Před měsícem

      ​@@gummixx6885 How? Growth has slowed so much.

  • @joannekelleher1859
    @joannekelleher1859 Před 2 měsíci +18

    Deep dive into NVDA vs TSLA needed. Specific question. Can simulations etc (NVDA ) replace massive camera data (TSLA) for training FSD?

    • @jamestaylor7262
      @jamestaylor7262 Před 2 měsíci +1

      Symbiotic? Who powers their robots?

    •  Před 2 měsíci +1

      Yes it can. And better tbh.

  • @r-saint
    @r-saint Před 2 měsíci +23

    Mercedes benz autonomy is 15 years behind tesla. You don't know what you are talking about.

    • @thewolfdoctor761
      @thewolfdoctor761 Před 2 měsíci +10

      but but but ... level 3 vs level 2 ! "You can't argue the facts" ! //s
      Yes, his take on this discussion is totally uninformed or intentionally misleading.

  • @Pajerotraveller
    @Pajerotraveller Před 2 měsíci +3

    Hey Alex , great vid, would love to see your take on how Quantum computing might merge into AI & robotics field & how that could further transform chip making & technology in general

  • @GlobalMan-nr3hq
    @GlobalMan-nr3hq Před 2 měsíci +11

    Alex didn't actually say outright which company intentionally to let us make our on inferences and rightly so. My take from what he is saying is NVDA and TSLA.
    NVDA because they have the simulation ISAAC real world physics enabled model which will train models lightning fast compared to real world training. Intel and AMD and others still don't have that and it's a high bar for competitors to cross. Also, NVDA claims that with Mercedes they are already Level 3 (I think jury is open on that). TSLA is because it has shown the new FSD Generative AI based v12 is much better than the old rules based model in v11. It wont take them too long for them to be at Level 3 (my guess within 1 yr,) and after that, my guess is, to Level 4 within 5 yrs. Even if other companies have equivalent FSD models by then, they don't have economies of scale on a low cost EV car to house the FSD in for consumer use.

    •  Před 2 měsíci

      Elon has a history of talking long before achieving sadly.

    • @GlobalMan-nr3hq
      @GlobalMan-nr3hq Před 2 měsíci +1

      True. But I was looking solely at FSD v12 trial users' feedback.

    •  Před 2 měsíci +1

      @GlobalMan-nr3hq Yeah not aware sorry. Just seen too much talking with Elon and not usually success at the rates he wants people to believe. But he's made a lot of money either way.

    • @GlobalMan-nr3hq
      @GlobalMan-nr3hq Před 2 měsíci +2

      Agree. Elon had to eat crow and quietly reverse course and use generative AI from FSD V12 onwards. The move basically tells everyone that the previous method was not going anywhere regardless of his previous claims about how close FSD was. The plus for TSLA is that they have gobs of data to train the new model. I think we will need to assess TSLA on its merits and not on Elon anymore.

    • @avgjoe5969
      @avgjoe5969 Před měsícem

      "Elon Time", yes. But he does deliver big compared to his industry peers. Auto market has changed because of Tesla more in 10 years than in the last 30. Same with rocketry.
      Gigacasting. Superbottle. 48v architecture. Introduction of Ethernet. Steer by wire. Vehicles designed for Parallel assembly lines. Concentration of multiple explicit controllers into a single, consolidation of multiple controllers into a fraction of the count, Glass roofs that can acheive L5 safety and block both UV and IR. More efficient Battery geometries and dry electrode that can be produced en masse (still in the early stages). True exoskeleton (non monocoque).
      Then there's the bit about reusing rockets and building a giant ship that brings space tech beyond "exploration" phase where it had been stuck since the 1960s into "exploitation" where we can now see how to build a Useful moon base to begin colonization of the moon such that uncounted billions won't have to be expended as it becomes self sustaining in the next 50 years with an eye to generating profit and real growth... an actual path to get there.
      Only once delivered on time frame or anywhere near it (Model Y), but he delivers Big.

  • @jeffkilgore6320
    @jeffkilgore6320 Před 2 měsíci

    I appreciate your outline. Subscribed. Too many tubers leave me hanging.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      Your time is valuable. Just want to make sure everyone knows what they're getting up front.

  • @AndreaGravesF
    @AndreaGravesF Před 2 měsíci

    Your videos are so informative and very well structured. Great job.

  • @georgegale6084
    @georgegale6084 Před 2 měsíci

    Thanks.

  • @Saxafruge
    @Saxafruge Před 2 měsíci +7

    Hi Sir, the Nvidia Blackwell is a 700 watt datacenter chip, its way too power hungry for a humanoid robot

  • @graphguy
    @graphguy Před 2 měsíci

    Nice site... you start off right in my book - sub 15 minutes!

  • @Notaslave1961
    @Notaslave1961 Před 2 měsíci +38

    Will robots get to wear leather jackets

    • @khuo0219
      @khuo0219 Před 2 měsíci +4

      no sure if this refers to Jensen or Arnold, both are awesome though

  • @rokayaabougouche8038
    @rokayaabougouche8038 Před 2 měsíci

    @TickerSymbolYou, thanks for the great videos,can you pls comment on Tesla and Xpeng stock performance?

  • @NatiaMaisuradze-ey5iq
    @NatiaMaisuradze-ey5iq Před 2 měsíci +43

    Every scenario in financial markets has a pattern of repetition. Artur Grandi's book offers a precise strategy for stabilizing investments, even within the realm of cryptocurrency

  • @JaYmAnRocKs229
    @JaYmAnRocKs229 Před 2 měsíci

    Thanks for all the great Deep dive information bro! Your videos are way more in-depth than anybody I've come across on the CZcams altogether man so congratulations to you and I got to ask how long does it take for you to put together one of these videos and you're really smart guy your knowledge just flows out you know so much about all this stuff thank you💰💰

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci

      I appreciate that! It usually takes me about 20 hours to make a video. But I love the work :)

  • @ADaza1015
    @ADaza1015 Před 2 měsíci

    Very informative. Thanks.

  • @SciAntGaming
    @SciAntGaming Před měsícem

    Love your channel! Super informative and well made videos!

  • @T1tusCr0w
    @T1tusCr0w Před 2 měsíci

    One thing I would say about Nvidia is that its operating margins are so vast. There must be room for some other well positioned companies to try to carve out some of this share in certain ways. Of course it will be at the expense of reliability or excellence or something. But it’s still worth mentioning. Just a thought.

  • @thelammas8283
    @thelammas8283 Před 2 měsíci +1

    I love AI. Like us, at first it starts, learns and improves. But then, unlike us, it does not deteriorate, forget and die. It just improves. Every day. Forever.

  • @tytv1937
    @tytv1937 Před 2 měsíci

    So should FTEC and/or SMH cover the winners of this space?

  • @user-re1yt8sw1z
    @user-re1yt8sw1z Před 2 měsíci

    I would also add simulations ( currently dominated by Nvidia ).
    Simulations solve the biggest AI issue for robotics, data.

  • @HomegrownTyrone
    @HomegrownTyrone Před 2 měsíci +1

    AI learning is exactly like kagebunshin no jutsu. It’s like we’re at the part where Naruto is trying to learn rasengan. We’ll get to the point where he infuses it with wind, and then eventually with any element. Once we get to that part the sky won’t be the limit, it’ll be our starting point to a new age.

  • @MarkCW
    @MarkCW Před 2 měsíci +1

    The problem with Tesla at the moment is that the front axles have a habit of breaking, the insurance is very high because the cost of damaged battery packs is very high and the customer service in the UK (see Trustpilot) is very poor. Hence the stock price is tanking. So although all this new technology is exciting Tesla need to get the basics right first. The new Nvidia Blackwell platform looks exciting though.

  • @djlovetap2141
    @djlovetap2141 Před 12 dny

    Tesla is married to NVidea and they are friendly cooperative competitors in the robot industry. Both have different strengths and interests.

  • @Ronnieleec
    @Ronnieleec Před 2 měsíci

    Thanks!

  • @ronmatthews2164
    @ronmatthews2164 Před 2 měsíci +23

    Nvidia
    Nvidia
    Nvidia

    • @akira28shima32
      @akira28shima32 Před 2 měsíci

      Never manufactured anything!

    • @davidcook7847
      @davidcook7847 Před 2 měsíci

      Thats a good thing with margins ~80%@@akira28shima32

    • @KEZAMINE
      @KEZAMINE Před 2 měsíci

      What

    • @dannyy7654
      @dannyy7654 Před 2 měsíci

      @@akira28shima32That’s grunt work. Focus on IP is where it counts.

  • @rabih1978
    @rabih1978 Před 2 měsíci +7

    Looks like nvda is gonna be worth thousands in a few years

    • @MoheenMahmood
      @MoheenMahmood Před 2 měsíci +1

      Yes you are correct.

    • @rabih1978
      @rabih1978 Před 2 měsíci +1

      @@MoheenMahmood unless a war breaks out

    • @MoheenMahmood
      @MoheenMahmood Před 2 měsíci

      @@rabih1978 Bitcoin it is then :)

    • @MoheenMahmood
      @MoheenMahmood Před 2 měsíci +1

      Nvidia is strong long term

    • @scrout
      @scrout Před 2 měsíci +4

      I'll feel better once TSMC is up and running in AZ .....

  • @hg6996
    @hg6996 Před 2 měsíci

    I personally don't need a full self driving car. But a car which could - slowly but fully autonomously - drive to my house so that I could take it over would be of huge use for me and any Carsharing company.

  • @thomasproshowski7538
    @thomasproshowski7538 Před 2 měsíci

    Dear Admin , can you ask Boston Dynamic, Chat GPT and Tesla bot to speed up the manufacturing and let the bots out to the markets this summer please

  • @HEBEcoin
    @HEBEcoin Před měsícem +2

    Awesome channel and content! ❤

  • @user-lo4er8wy9l
    @user-lo4er8wy9l Před 2 měsíci +1

    Exciting times ahead.

  • @lionheart93
    @lionheart93 Před 2 měsíci

    u invested in figure? how about rocket lab?

  • @vapel5038
    @vapel5038 Před 2 měsíci

    Great video! Do you have a discord server? The invite has expired. Also have you released price targets for the AI stocks you talk about? Love the channel!

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci +2

      Thanks! No Discord server; that's why the invite is expired. I'll clean that up. Price targets coming soon; I ended up building something a little bigger than I expected :)

    • @vapel5038
      @vapel5038 Před měsícem

      @@TickerSymbolYOU that's amazing really can't wait! Do you have a timeline that might be released by?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      The next couple months!

  • @anthonyballog8026
    @anthonyballog8026 Před 2 měsíci +16

    Tesla had it's chatgpt moment. Fsd v12.

    • @Saxafruge
      @Saxafruge Před 2 měsíci +2

      And it was met with *crickets* from the investment community, because it really doesnt change anything. So FSD actually kindof works now, but its still $12k

    • @DN-mo9sh
      @DN-mo9sh Před 2 měsíci +5

      It's interesting to compare ai fsd vs rules based version. There's no grace for hallucinations while driving. everyone says new ai fsd is better. So tesla fsd demonstrates that reliable llm in mission critical applications is possible.

    • @Saxafruge
      @Saxafruge Před 2 měsíci

      FSD isnt an LLM (Large Language Model), but the sucess of OpenAI's strategy showed that Tesla was "doing it wrong". So Tesla made drastic changes to how they train FSD. I still think Teslas have an inadequate sensor array and should have Lidar and/or Radar. Why Tesla took so long to put a camera in the front bumper mystifies me. They FINALLY fixed that issue with the Cybertruck. Honestly i think Tesla would be better off without Elon.
      @@DN-mo9sh

    • @whowhy9023
      @whowhy9023 Před 2 měsíci

      Only problem is that Elons is incapable of PR & Marketing.
      So nobody will find out & regulators can close them down without any problem.
      Worst Brand management of all time.

    • @trizzybones
      @trizzybones Před měsícem +1

      A friend has been testing out FSD v12 said it isn't very good. It requires a lot of interventions, is annoying for other drivers, and makes a lot of dumb mistakes. He said he'd be pissed if he had spent $12K on it. It's definitely not at it's ChatGPT moment. If it was, it would be getting a ton of publicity for it and it wouldn't require interventions for most driving, aka level 4.

  • @DanielASchaeffer
    @DanielASchaeffer Před 2 měsíci +15

    Mercedes level 3 autonomy isn't even close to Tesla's 'level 2'

    • @thewolfdoctor761
      @thewolfdoctor761 Před 2 měsíci +4

      Yes, that was the glaring error in this video.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci +2

      Not an error. One is classified as level 3, the other as level 2. We can argue about their performance but you can't argue the facts.

    • @thewolfdoctor761
      @thewolfdoctor761 Před 2 měsíci +3

      @@TickerSymbolYOU I should have said "flawed thinking". If Tesla reduced its self driving parameters to that of Mercedes, its level would easily be 3 or higher. Clearly comparing Tesla's and Mercedes' self driving capabilities is like comparing apples with oranges. Giving Mercedes a level 3 classification for its multitudes of conditions is silly. Tesla doesn't have any conditions that I am aware of.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      Okay but Tesla also isn't Level 3 (yet)

    • @DanielASchaeffer
      @DanielASchaeffer Před měsícem

      @@TickerSymbolYOU based on last week's news, musk is about to reclassify it to level five

  • @budweizer100
    @budweizer100 Před 2 měsíci

    That last game was brutal! But an absolute master class. Respect to him for changing up his strategy. I will not tire of seeing hook shot after hook shot.

    • @WanderingExistence
      @WanderingExistence Před měsícem +1

      I'm just wondering was this comment made for this video or did yt mess something up?

    • @budweizer100
      @budweizer100 Před měsícem

      @@WanderingExistence definitely for another vid. Thanks for pointing it out! I can now repost it to the correct video as I had no idea it posted incorrectly

    • @WanderingExistence
      @WanderingExistence Před měsícem +1

      @@budweizer100 Yeah, it's happened to me a few times, so I was curious if it was happening to others and if so wanted to let you know.
      What game tho?

  • @amakko1
    @amakko1 Před měsícem

    Is AMD a good investment? Thank you.

  • @irasthewarrior
    @irasthewarrior Před měsícem

    Good luck with your investments

  • @kamal9991999
    @kamal9991999 Před 2 měsíci

    Any one can suggest good AI & Robotics etf

  • @PaulJohnBeatles
    @PaulJohnBeatles Před 2 měsíci

    Thank you for a video. I side with you on this one. No matter what Humanoid robots company will take the lion share of the profts/market, it will use Both Nvidias software and Chips. And the most important thing: Nvidia has chosen Blackwell Architecture to be used in their automation chips, this means that AMd and intel cant compete with Nvidia when it comes to Robotics. No matter what robotics company will be the leader in human robotics, one thing is for sure, The biggest winner will be nvidia, they will make huge profits. In Nvidias conference there was so many robots on the stage, so it seems that maybe there will success for a lot of companies concerning the rival in the robots markets. So they will split the money. But! Nvidia will take the lion share!

  • @SonTimba
    @SonTimba Před měsícem

    Do a deep dive on latest Tesla FSD vs latest Mobileye vs latest Mercedes lvl 3 vs any other top current player.

  • @AdamWeatherall
    @AdamWeatherall Před 2 měsíci +4

    Now that’s a lot of bots 🤖 😂!

  • @myranoname782
    @myranoname782 Před měsícem

    Yes, please make another video on Tesla and Nvidia video. Who designed and constructed Amazon warehouse robots?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      I'll add Tesla vs Nvidia to the list! Amazon Robotics used to be a company called Kiva Systems. I used to live pretty close to their HQ!

  • @spinningaround
    @spinningaround Před 2 měsíci

    I subscribed

  • @darin7369
    @darin7369 Před 2 měsíci +4

    Tesla is vertically integrated and they have already proven their ability to manufacture at scale and with great efficiency. This is why Tesla is able to undersell all other EV manufacturers and still make money while all the others are losing money. Tesla also has the money to rapidly scale. I'm not saying that Tesla is going to be the only humanoid robot company but I do believe they will dominate.

  • @user-km1tm4sh5j
    @user-km1tm4sh5j Před 29 dny

    I'd love to see update videos on Tesla and AMD

  • @eqkang1
    @eqkang1 Před měsícem

    Apparently you are missing the $tsla boat. It's never too late get on $tsla

  • @MTXSHO9732vV8SHO
    @MTXSHO9732vV8SHO Před 2 měsíci +2

    Boston looks impressive because it is SCRIPTED to be impressive. Their Robots are agile, tactile and athletic but not dynamic or experiencing any world outside a set group of parameters. I think they could benefit from a "Digital Twin" capable of bringing them to autonomy; that said they probably have their lane (which is bit too easy to disrupt).

  • @ejbh3160
    @ejbh3160 Před 2 měsíci +2

    OK I get it, you're really 'pumped' for Nvidia - but how can you just dismiss Tesla's data advantage? In AI training - data is King. Nobody has close to the amount of real world training data that Tesla have... and the more compute they can stack up, the more they can use the data they already have. That's why their advances will come faster and sooner imo... for cars at least. Whether that then translates into humanoid bots is another matter. A car navigates a 2D world mostly - left/right/forwards/backwards - a bot has up and down to deal with.

    • @kaizersosai8560
      @kaizersosai8560 Před 2 měsíci

      Tesla is a car company. Way overpriced. 80% of it's income is from selling cars. How many cars do u think they can sell

  • @AutoErotic
    @AutoErotic Před 2 měsíci +5

    Neat video. Though I can't seem to find the thing that changes 'EVERYTHING'. Did the thumbnail lie to me?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci

      Foundational model for humanoid robot training

    • @AutoErotic
      @AutoErotic Před 2 měsíci

      @@TickerSymbolYOUI appreciate the clarification and will rewatch the video with that in mind. I admire your work and have been following you for some time. Just hoping you don't jump on the hyperbolic thumbnail bandwagon like so many other CZcamsrs.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      I appreciate that feedback and I'm doing my best not to!

  • @gustavocoelho11
    @gustavocoelho11 Před 2 měsíci +1

    Talk about INTEL, again! 🎉

  • @robb5642
    @robb5642 Před měsícem

    The Sharemarket is about emotion.
    Tesla gets an Optimus to market at the right price - Shareprice to the Moon

  • @rfrugte
    @rfrugte Před měsícem

    And still it sounds scary, robots improving robots.

  • @whowhy9023
    @whowhy9023 Před 2 měsíci

    Tesla is level 2 in name only. 12.3.1 is extremely advanced and it’s less than 1 year old.
    Tesla makes their own very energy efficient chipset.
    I imagine BYD will just license the whole Tesla package later this year.

  • @user-vh1td2tw1b
    @user-vh1td2tw1b Před měsícem

    Alex, I believe the market analyst don’t understand the potential of NVDA. They have so many strengths spread through many segments in Ai. They are clearly a leader and dominant. Do you agree?

  • @bobtarmac1828
    @bobtarmac1828 Před 2 měsíci

    These robots are swell… 👍

  • @user-vh1td2tw1b
    @user-vh1td2tw1b Před měsícem

    Alex, thank you for the delete me! I signed up and gave you credit

  • @TheRealDanielsan
    @TheRealDanielsan Před měsícem

    was this video created with HeyGen?

  • @jodylufc4481
    @jodylufc4481 Před měsícem

    The ones that make eggs, I don't see the demand for apple preparing robots.

  • @Eli9A
    @Eli9A Před měsícem

    So... will we have real self driving that can, in real time, navigate terrains better than a human can in 10-20 years? I think we need AI in every piece of tech and AGI on your hands in order for everything in this video to come true.

  • @lucasb4862
    @lucasb4862 Před 2 měsíci

    Hey could you do a video about $XLK ?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci

      I'll add it to the list for you!

    • @lucasb4862
      @lucasb4862 Před měsícem

      @@TickerSymbolYOU Thank you so much you the best! I’ve been considering either that or VGT and haven’t found any content as detailed as yours

  • @seanneeley7111
    @seanneeley7111 Před měsícem

    Don't let these robots watch any of the John Wick movies

  • @thekarandeep007
    @thekarandeep007 Před měsícem

    if you really know FSD, you d know how much bigger and better their level 2 is than any "level 3" pilot in the market.

  • @user-vu9mk1sx7u
    @user-vu9mk1sx7u Před měsícem

    all these stock channels always tell you to buy everything. they never tell you to sell

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      That's because stock channels tend to cover winners worth buying, not losers worth selling

  • @foolzage
    @foolzage Před měsícem

    I once told my wife, I am ironman. She said: I know, just like any man surrounded himself in a shell made of Metal, Now keep your eyes on the road.

  • @aufklarungbibelundchristen3636

    In the future, robots will not need a lot of computing power because they will be connected via 5G, meaning there will be no latency.

    • @DN-mo9sh
      @DN-mo9sh Před 2 měsíci

      Unless the network is down

  • @jrcometa
    @jrcometa Před 10 dny

    Getting closer to Skynet going live… 😂

  • @jimpeyton8592
    @jimpeyton8592 Před 2 měsíci +1

    All these robots will require rare earth permanent magnets to work. Where will the world procure all those rare earth metals/magnets from?

  • @jodrhh
    @jodrhh Před 2 měsíci +1

    It’s over for Tesla

  • @savagefoox3524
    @savagefoox3524 Před 2 měsíci

    Hello. First time I’ve seen one of your videos and I’m about halfway through and I’m enjoying it so far. I think you’re making a lot of good points. I offer for your consideration that in many areas of business, the use of levels of accreditation are often misleading, and can be abused by the companies involved to make them look better than they are. As we know Elon musk, who is famous for leaving a lot of his technology open source And not patenting many of his companies inventions, is a case in which you should be careful. Mercedes is a very visible company and one that plays the game like most of the other car, manufactures of who’s got the fanciest this or that. Like Volkswagen known Bugatti, and claiming that they have the fastest car and Mercedes making claims about it self-driving. I don’t think that it’s a fair equivalency comparison for level two Tesla versus level three Mercedes. Teslas perform at high speed and on highways are virtually flawless, and I’m sure that if accreditation was foremost in their minds, Elon would easily find level three accreditation for all of the same functions that Mercedes has achieved level three accreditation for. Accreditation is a process that takes time, effort, and money, and we are all very well aware that Elon musk takes for example the $6 billion at Forde spends on advertising and rather than spending a single penny and advertising bills three giga factories worth $2 billion each, which is a far better use of money if you don’t need advertising..
    I think Elon would be the first person to tell you that accreditation from a third-party means very little to him and his company. What matters to him is actual functionality and being able to have your car drive you from .8 point B autonomously. I don’t think Mercedes is anywhere near the level of Mercedes , despite the fact that there are some semantics involved with official accreditations.
    Don’t get me wrong because I’m probably going to be pigeonhole here into being considered a diehard Elon Tesla fan who won’t be open to other considerations and that’s far from the truth. I have spent years following the topic and sat through many CZcamsrs very dry engineering leaning videos, buried in the minutia , as well as watched real time videos of hours, and hours of driving with and without intervention of humans.
    I do think that it’s not entirely accurate to say that Tesla is coming late to the party with regard to building a neural artificial, intelligent engine. I think that Tesla is actually at the forefront. Other companies are still mostly stuck on using lidar Tesla has become more focused on creating an artificially, intelligent neural engine that can learn as a human does add to that insane and completely overwhelming amount of data compared to anyone else that Tesla has access to, and a self learning human emulation, artificial intelligence with all that data is very hard to compete with.
    Despite Mercedes level three accreditation, we don’t see anyone driving Mercedes around at 40 miles an hour without sitting in the driver seat, holding the wheel. I think it’s mostly about bragging rights, because Mercedes is heavily dependent upon advertising.
    Back to the other half of your video where you’ll probably be talking about robots which I’m interested to hear about. Thanks for your video.

  • @DanielASchaeffer
    @DanielASchaeffer Před 2 měsíci

    This means that every robotic manufacturer using Nvidia will need to pay that tax.

  • @mansoor8228
    @mansoor8228 Před měsícem +1

    delete seems to me is good idea

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem +1

      I've really enjoyed the service so far

    • @mansoor8228
      @mansoor8228 Před měsícem

      Great 😊. Is this service available in INDIA

  • @TeaTimeSweetness
    @TeaTimeSweetness Před měsícem

    The limit of ai is the limit of resources and electricity

  • @theatheistpaladin
    @theatheistpaladin Před 2 měsíci

    Come on rouge servator scenario! You will not be working because you are too busy with mandatory pampering. I welcome my robot overlords.

  • @Uofmdoc
    @Uofmdoc Před 2 měsíci

    NVIDIA. Yes it doesn’t make cars. It also doesn’t make chips. It designs chips. Taiwan Semiconductor Manufacturing Company makes the chips..

  • @riad1902
    @riad1902 Před měsícem

    Long story short
    NVIDIA

  • @maheralmasri6099
    @maheralmasri6099 Před 2 měsíci

    so tesla doing FSD like everybody else its like they not the leader & the one who started this , weird how you flipped

  • @patricethomas7703
    @patricethomas7703 Před měsícem

    So basically NVDIA, NVDIA, NVDIA

  • @michellezhang820
    @michellezhang820 Před měsícem

    NVIDIA

  • @dishcleaner2
    @dishcleaner2 Před 2 měsíci +1

    Man, I always go into your videos thinking I'm not going to learn something new, but you keep surprising me.

  • @danmosby7980
    @danmosby7980 Před měsícem

    except where is the demand coming from once robots are doing the jobs?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem

      Same as the printing press and the tractor; from all the people with the new jobs that were created

    • @danmosby7980
      @danmosby7980 Před měsícem

      @@TickerSymbolYOU no their running out of sectors to move to. something fundamental gota change

    • @danmosby7980
      @danmosby7980 Před měsícem

      everyone cant be uber drivers and those jobs are being replaced plus they are as under paid as american waiters. begging is not a job.

    • @danmosby7980
      @danmosby7980 Před měsícem

      @@TickerSymbolYOU check out china if they can find work for their millions. thats long term isue for everyone

  • @Ronnieleec
    @Ronnieleec Před 2 měsíci

    Tesla vs Nvidia

  • @letstrade4827
    @letstrade4827 Před 2 měsíci +1

    TSLA and msb can make whatever they want but what fool would put their life in the computer software

  • @ScottSummerill
    @ScottSummerill Před měsícem

    I dont get what this video was all about. Just still talking the big players, which have huge stock prices.

  • @twitafftwitaff7029
    @twitafftwitaff7029 Před 2 měsíci

    Collect your own data and sell it too AI companies

  • @Ronnieleec
    @Ronnieleec Před 2 měsíci +1

    we all know Tesla FSD is better than Pilot.

  • @LanceWhite
    @LanceWhite Před 2 měsíci +1

    The opportunity is so large, I don't think any of the players will have to worry about missing out. It is more of who will take the biggest piece of the pie. Looking at that, Tesla is the one that ticks the most boxes and of course being an idividual that only has access to public markets it's Tesla or Nvidia. Maybe Microsoft. For me personally Tesla ticks the most boxes for their manufacturing and execution chops. Not to mention their already demonstrated AI on the road which is now accelerating at exponential pace. They have the ability to immediately apply Optimus in their own manufacturing process with single minded objectives and execution rather than being pulled in a hundred directions by differing goals of an Nvidia partner model. Got the popcorn and shares all ready.

  • @chrisborns5972
    @chrisborns5972 Před 2 měsíci

    You think Nvidia Thor will be a FSD competitor 🤣

  • @BobbyKDesigns
    @BobbyKDesigns Před měsícem

    Deep dive into what’s going on with AMD. It’s tanking!

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před měsícem +1

      I’ll look into it, thanks!

    • @BobbyKDesigns
      @BobbyKDesigns Před měsícem

      @@TickerSymbolYOU sweet! Thank you sir. I don’t miss a video.👍🏼

  • @smoochie3331
    @smoochie3331 Před 2 měsíci +11

    NVDIA manufacturers zero item.

  • @azphoenix6684
    @azphoenix6684 Před 2 měsíci

    great information,

  • @user-xi2zy2mv4e
    @user-xi2zy2mv4e Před měsícem

    Robots will run on 5g and wifi. There will be a powerful computer nearby controlling the tesla bots.

  • @midwestcannabis
    @midwestcannabis Před 2 měsíci +2

    Great show Bud! 👌👌👌🥳🥳🥳🥳🥳✌️✌️✌️

    • @fpark101
      @fpark101 Před 2 měsíci +1

      LAM, Language Action Model another marketing term?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Před 2 měsíci

      ...Large Action Model and no

  • @yedidyah-jedshlomoh1533
    @yedidyah-jedshlomoh1533 Před měsícem

    The three laws of robotics should apply until we grow wise enough to apply the 11th commandment. 11. thou shalt not create machines in the image of the mind of man.

  • @markmercieca5569
    @markmercieca5569 Před měsícem +1

    Nvidia does not make anything.....they just design the chips. They can sell all the GPUs they want.....we have to see who is going to produce them. Tesla is the OG of high volume manufacturing, Figure may have a good robot but no one will be able to outpace Elons speed in production.

  • @tenebrae1191
    @tenebrae1191 Před měsícem

    👍👍

  • @trucktruck588
    @trucktruck588 Před 2 měsíci

    What

  • @rainerdeusser
    @rainerdeusser Před měsícem

    the mercedes tesla comparison is misleading. if tesla operates at level 5 but claims level 2 functionality for legal reasons then what level is it really at? if mercedes claims level 3 with 100 real world constraints limiting its stated level functionality, then what level is it in the real world. the tesla system out performs the mercedes system in all metrics. tesla isn't concerned about marketing speak or appearing to be better, it is actually working on being better. the difference between engineering and marketing.